Hi! I'm wondering if anyone might be able to help me figure out how to have the Primary Campaign Source field in PatronManager automatically auto populate to the correct campaign when a new donation gets entered into the system? For example, with new donations that roll in, the Primary Campaign Source is always blank, and I need to go in and manually update every single record to be in the correct current fiscal year campaign. It is time consuming and something I'd rather not have to do. I did some research and found out about flows. I did do some of the Trailhead modules on this topic, and played around with creating a flow both in the Trailhead sandbox, and an actual real flow that I hoped would work. I'm still quite new to Salesforce, and it seems that the flow I created did not work. I'm stumped and would really appreciate some help. Thank you!
Steven Trumble (Strum Consulting) Forum Ambassador
What sort of informatino do you get on your donation when it is created? Is there any field with a value you can use to correctly route the donation to the correct campaign? Do you have multiple campaigns running at a time or could you put anything created in a certain date period to the same campaign?